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Wellspent public graph/Locations/United States/California
United States

Fee-only advisors in California

Largest US fee-only market, with clusters around the Bay Area and LA.

What fee-only financial advisors charge in California

By the numbers

The Wellspent public graph lists 2,835 fee-only financial advisors serving California at 1,347 firms, most in San Diego, San Francisco and Los Angeles. 44% hold the CFP certification. Of the 2825 with fees on file, 91% charge percentage of assets.

Advisors listed
2,835
Firms
1,347
Cities
303
Hold the CFP
44%
  • Other credentials: CFA 10% · CPA 1% · EA 1%
  • How they charge (of 2825 with fees on file): percentage of assets 91% · fixed fees 56% · hourly 55% · ongoing planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving California (2,835)

Fee-only advisors serving California: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Austin Link GKV Capital Westlake Village Not listed Percentage of assets, Fixed fees
Azelia Betancourt Galliott Capital Advisors Beverly Hills Not listed Percentage of assets, Hourly
Benjamin Anderson WealthGuard Advisors Placerville Not listed Percentage of assets, Hourly
Benjamin Johnson Mraz and Associates Modesto Not listed Percentage of assets, Hourly
Boris Suvorov Three Main Points Los Gatos Not listed Percentage of assets, Hourly
Brendon Kempin Cynosure Portfolio Advisors Sunnyvale Not listed Percentage of assets, Hourly
Brent Wilsey Wilsey Asset Management San Diego Not listed Percentage of assets
Brian Belcastro The $ Coach El Dorado Hills Not listed Percentage of assets, Hourly
Brian Johnson DLK Investment Management Solana Beach Not listed Percentage of assets, Hourly
Brian Lloyd Painted Porch Advisors Santa Barbara Not listed Percentage of assets, Fixed fees
Bruce Lacey De Groote Financial Group Thousand Oaks Not listed Percentage of assets, Hourly
Carmel York CLYM Wealth Marina Not listed Percentage of assets, Hourly
Charles Else Osborne Partners San Francisco Not listed Percentage of assets, Performance-based fees
Chase Wilsey Wilsey Asset Management San Diego Not listed Percentage of assets
Christen Sando Columbia Asset Management San Jose Not listed Percentage of assets
Christine White Imagine Math Moorpark Not listed Percentage of assets
Christopher Morgan Ark Wealth Advisors Yorba Linda Not listed Percentage of assets, Hourly
Christopher Mraz Mraz and Associates Modesto Not listed Percentage of assets, Hourly
Claire Cheng ValueTech Private Advisors Pomona Not listed Percentage of assets, Hourly
Clara Basile Avalon Capital Management Menlo Park Not listed Percentage of assets, Hourly
Craig Schmitt Painted Porch Advisors Santa Barbara Not listed Percentage of assets, Fixed fees
Craig Weston L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Daniel Hennig Audent Global Asset Management Beverly Hills Not listed Percentage of assets, Fixed fees
Daniel Krebs Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
David Mraz Mraz and Associates Modesto Not listed Percentage of assets, Hourly
David Wright Sierra Investment Management Santa Monica Not listed Percentage of assets
Deidre Mraz Mraz and Associates Modesto Not listed Percentage of assets, Hourly
Eddie Larios Gonzalez Fiduciary Experts Murrieta Not listed Percentage of assets, Hourly
Edlyn Ruiz L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Emmy Larios Fiduciary Experts Murrieta Not listed Percentage of assets, Hourly
Eric Cedergreen The Clark Group Asset Management Dana Point Not listed Percentage of assets
Eric Weinlein WESCAP Group Glendale Not listed Percentage of assets, Hourly
Erick Ormsby Alcosta Capital Management San Ramon Not listed Percentage of assets
Gary Stout Stout Capital Management Encinitas Not listed One-time planning fee
Gino Garcia Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
Gira Patel Sierra Investment Management Santa Monica Not listed Percentage of assets
Gregg Hackethal Painted Porch Advisors Santa Barbara Not listed Percentage of assets, Fixed fees
Gregory Vogel GKV Capital Walnut Creek Not listed Percentage of assets, Fixed fees
Guillaume Decalf We Financial Group San Francisco Not listed Percentage of assets, Hourly
Haddon Libby Winslow Drake Cathedral City Not listed Flat fee or retainer
Henry Reed PWJohnson Wealth and Legacy Los Altos Not listed Ongoing planning fee
Herman Chang Cornerstone Asset Advisors Solana Beach Not listed Percentage of assets, Hourly
Howard Given Cypress Path Capital Carmel Not listed Percentage of assets, Hourly
Ian Manongdo L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Jade Chien Zuckerman Capital Management Los Angeles Not listed Percentage of assets
Jason Kalman Schnieders Capital Management Pasadena Not listed Percentage of assets
Jason Scott L&S Advisors Los Angeles Not listed Percentage of assets, Hourly
Jeremiah Anzelc North Bay Wealth Management Petaluma Not listed Percentage of assets
Jonathan Caprilli Audent Global Asset Management Beverly Hills Not listed Percentage of assets, Fixed fees
Jordan Sam Alpha Solutions Investment Advisors South San Francisco Not listed Percentage of assets

Firms headquartered in California (1,191)

All 1,191 firms in California